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Tech x VC | Technology, AI, semiconductors & venture capital

Tech x VC · Global · Technology, AI, semiconductors, and venture capital for builders and investors | Showing 10 of 10

Tech x VC | Technology, AI, semiconductors & venture capital

Technology, AI, semiconductors, and venture capital — curated for builders and investors.

Tech x VC · Global · Showing 10 of 10

Everything Says Crash—So Why Is The Market Still Rising? | Ed Yardeni | David Lin

Here is the comprehensive summary of the interview featuring Dr. Ed Yardeni (President of Yardeni Research) on the David Lin channel, recorded on April 13, 2026 [[00:00:26](https://youtu.be/0rNLXroJmC4?si=h3vMAwq72-rRn0Cc&t=0h0m26s)]. The discussion focuses on macroeconomic trends, corporate earnings, geopolitical conflicts, and strategic portfolio positioning for the remainder of the decade. ****Market Resilience…

Apr 14, 2026·Gold
Everything Says Crash—So Why Is The Market Still Rising? | Ed Yardeni | David Lin

Peter Boockvar: How To Position Your Portfolio In The Face of The Iran War | The Master Investor Podcast with Wilfred Frost

> "2025 was the industrial and precious metal bull market. Now we're in an energy commodity bull market, and I think ag will be the next commodity bull market after that." - **Peter Boockvar** [[00:00:32](https://youtu.be/Ud8SyZp1iYk?si=Oo57zqZmXK2cAmvG&t=32s)] > "Just because a price increase doesn't show up at the consumer level and instead is at the producer level and gets eaten by margin doesn't mean that…

Apr 8, 2026
·Commodities
Peter Boockvar: How To Position Your Portfolio In The Face of The Iran War | The Master Investor Podcast with Wilfred Frost

You can’t print molecules | Jeff Currie & James Gutman | Carlyle

*AI Summary & Insights* **Core Thesis** The global economy is colliding with a hard constraint: **you can print money, but you cannot print physical commodities (“molecules”)**. This creates a structural shift where **real assets (energy, metals, commodities)** regain pricing power over financial assets. **Key Arguments**

Mar 26, 2026·Carlyle
You can’t print molecules | Jeff Currie & James Gutman | Carlyle

John Arnold : The World's Greatest Energy Trader on Markets, China, and AI | Invest Like The Best

> "The one big takeaway was just the speed and scale of which they can do things is unlike anything in the world." - **John Arnold** [00:02:03](https://www.youtube.com/watch?v=oB1nMi7t-uo&t=0h2m3s) > "I just loved the battle the puzzle the game of it I would sit there from kind of six in the morning to 6 at night" - **John Arnold** [00:13:45](https://www.youtube.com/watch?v=oB1nMi7t-uo&t=0h13m45s) > "I knew what…

Mar 19, 2026·AI
John Arnold : The World's Greatest Energy Trader on Markets, China, and AI | Invest Like The Best

AI, Rare Earths, and Economic Statecraft with Michael Every & Craig Tindale | RR 22 | Nate Hagens

> "Markets won't work this out because market forces the way that we understand them are not at play... you're dealing with another side which is prepared to produce everything at a loss in perpetuity in order to achieve that control." - **Michael Every** [[00:00:12](https://www.youtube.com/watch?v=GKzsjvRVkik&t=0h0m12s)] > "Economic statecraft really begins with making you ask that simple question of what do you…

Mar 14, 2026·AI
AI, Rare Earths, and Economic Statecraft with Michael Every & Craig Tindale | RR 22 | Nate Hagens

John Arnold (Centaurus Advisors) on Market Edges, AI Energy Demand & Capital Allocation | iConnections

> "I feel like I earned my MBA there right. You kind of learn more on the way down than when times are good." - **John Arnold** (Reflecting on his early career at Enron through its bankruptcy) [[00:01:16]](https://www.youtube.com/watch?v=15eRYd_-bEk&t=0h1m16s) > "The ability to disconnect from one's emotions... sticking to the process that doesn't mean you don't change your position depending on whether you're…

Feb 25, 2026·AI
John Arnold (Centaurus Advisors) on Market Edges, AI Energy Demand & Capital Allocation | iConnections

Outlook 2026: Miners in the spotlight – Are we at the start of a multi-year upcycle for commodities? | Baker Steel Capital Managers

**1. Macro Themes Driving the Sector** The report identifies three core pillars supporting the mining industry's growth: - **The New Industrial Revolution**: Rapid expansion in AI, electrification, and clean energy storage is creating a "demand boom" for critical minerals.

Feb 24, 2026·Commodities
Outlook 2026: Miners in the spotlight – Are we at the start of a multi-year upcycle for commodities? | Baker Steel Capital Managers

The history of oil prices since 1920 #BofA

> "**Price is Right**": oil is the best performing asset in 2026 on US Iran, and geopolitical shocks. Following geopolitical shocks in past 90 years oil is the best performer over 3 months (up 18%), then gold (6%) US stocks (4%); but 6 months after geopolitical shocks gold keeps outperforming (up 19%), stocks stall, while oil reverses all gains. Or "Rock the Geopolitics = trade oil, own gold."

Feb 23, 2026·BofA
The history of oil prices since 1920 #BofA

Copper: Limits to growth in the age of demand simultaneity. How Copper Constraints Can Halt the AI Build-Out | 26 Jan 2026 | Craig Tindale

> "**"The global economy has entered a simultaneity trap."**" - **Craig Tindale** (Describing the unprecedented convergence of energy transition, **AI** expansion, and military rearmament) > "**"Material denial is the point at which projects are not delayed by funding, regulation, or demand uncertainty, but are cancelled because the required physical inputs do not exist above ground in sufficient quantity."**" -…

Feb 21, 2026·AI
Copper: Limits to growth in the age of demand simultaneity. How Copper Constraints Can Halt the AI Build-Out | 26 Jan 2026 | Craig Tindale

https://www.spglobal.com/content/dam/spglobal/global-assets/en/special-reports/copper-in-the-age-of-ai/Copper%20in%20the%20Age%20of%20AI_January%202026.pdf

A teach-in on data centers and their archetype | S&P Global

Jan 9, 2026·Datacenter
https://www.spglobal.com/content/dam/spglobal/global-assets/en/special-reports/copper-in-the-age-of-ai/Copper%20in%20the%20Age%20of%20AI_January%202026.pdf
Source
CommoditiesCrude Oil & EnergyEquity
+77 more tags
GoldGold & SilverMacro / EconomicsMarkets & InvestmentsPE/VCPodcastUS

Everything Says Crash—So Why Is The Market Still Rising? | Ed Yardeni | David Lin

Here is the comprehensive summary of the interview featuring Dr. Ed Yardeni (President of Yardeni Research) on the David Lin channel, recorded on April 13, 2026 [00:00:26]. The discussion focuses on macroeconomic trends, corporate earnings, geopolitical conflicts, and strategic portfolio positioning for the remainder of the decade.

****Market Resilience…

View Full Article
UJ
Apr 14, 2026
Source
CommoditiesCrude Oil & EnergyFixed Income
+66 more tags
Source
CarlyleCommodities
Source
AIBiographicalChina
+1111 more tags
Commodities
Source
AICommoditiesCraig Tindale
+55 more tags
Geopolitics
Source
AIBiographicalCentaurus Advisors
+1010 more tags
Commodities
Source
Commodities
Source
BofAChinaCommodities
+1616 more tags
Source
AIBlog / ArticleCommodities
Source
Datacenter
Gold & Silver
Macro / Economics
Markets & Investments
Monetary Policy
PE/VC
Podcast

Peter Boockvar: How To Position Your Portfolio In The Face of The Iran War | The Master Investor Podcast with Wilfred Frost

"2025 was the industrial and precious metal bull market. Now we're in an energy commodity bull market, and I think ag will be the next commodity bull market after that." - Peter Boockvar [00:00:32]

"Just because a price increase doesn't show up at the consumer level and instead is at the producer level and gets eaten by margin doesn't mean that…

View Full Article
UJ
Apr 8, 2026
Crude Oil & Energy
+1010 more tags
EnergyFinanceJeff CurrieMacro / EconomicsMarkets & InvestmentsPE/VCReal AssetsReportReport, Blogs & InsightsWall Street

You can’t print molecules | Jeff Currie & James Gutman | Carlyle

AI Summary & Insights

Core Thesis The global economy is colliding with a hard constraint: you can print money, but you cannot print physical commodities (“molecules”). This creates a structural shift where real assets (energy, metals, commodities) regain pricing power over financial assets.

Key Arguments

View Full Article
UJ
Mar 26, 2026
Crude Oil & Energy
Electricity
Energy
Finance
Leaders, Investors & Entrepreneurs
Macro / Economics
Markets & Investments
Podcast
Self-Development
Technology

John Arnold : The World's Greatest Energy Trader on Markets, China, and AI | Invest Like The Best

"The one big takeaway was just the speed and scale of which they can do things is unlike anything in the world." - John Arnold 00:02:03

"I just loved the battle the puzzle the game of it I would sit there from kind of six in the morning to 6 at night" - John Arnold 00:13:45

"I knew what…

View Full Article
UJ
Mar 19, 2026
Macro / Economics
Michael Every
Podcast
Technology

AI, Rare Earths, and Economic Statecraft with Michael Every & Craig Tindale | RR 22 | Nate Hagens

"Markets won't work this out because market forces the way that we understand them are not at play... you're dealing with another side which is prepared to produce everything at a loss in perpetuity in order to achieve that control." - Michael Every [00:00:12]

"Economic statecraft really begins with making you ask that simple question of what do you…

View Full Article
UJ
Mar 14, 2026
Commodity
Crude Oil & Energy
Energy
John Arnold
Leaders, Investors & Entrepreneurs
Macro / Economics
Podcast
Self-Development
Technology

John Arnold (Centaurus Advisors) on Market Edges, AI Energy Demand & Capital Allocation | iConnections

"I feel like I earned my MBA there right. You kind of learn more on the way down than when times are good." - John Arnold (Reflecting on his early career at Enron through its bankruptcy) [00:01:16](https://www.youtube.com/watch?v=15eRYd_-bEk&t=0h1m16s)

"The ability to disconnect from one's emotions... sticking to the process that doesn't mean you don't change your position depending on whether you're…

View Full Article
UJ
Feb 25, 2026
Investments
Macro / Economics
+44 more tags
MiningPE/VCReportReport, Blogs & Insights

Outlook 2026: Miners in the spotlight – Are we at the start of a multi-year upcycle for commodities? | Baker Steel Capital Managers

1. Macro Themes Driving the Sector

The report identifies three core pillars supporting the mining industry's growth:

  • The New Industrial Revolution: Rapid expansion in AI, electrification, and clean energy storage is creating a "demand boom" for critical minerals.
View Full Article
UJ
Feb 24, 2026
Crude Oil & EnergyEnergyEquityGeopoliticsGold & SilverHistoryJapanKoreaMacro / EconomicsMarkets & InvestmentsMonetary PolicyOilReport, Blogs & InsightsSemiconductorsUSUS / West

The history of oil prices since 1920 #BofA

"Price is Right": oil is the best performing asset in 2026 on US Iran, and geopolitical shocks. Following geopolitical shocks in past 90 years oil is the best performer over 3 months (up 18%), then gold (6%) US stocks (4%); but 6 months after geopolitical shocks gold keeps outperforming (up 19%), stocks stall, while oil reverses all gains. Or "Rock the Geopolitics = trade oil, own gold."

View Full Article
UJ
Feb 23, 2026
+5
5 more tags
CopperMacro / EconomicsReport, Blogs & InsightsSubstackTechnology

Copper: Limits to growth in the age of demand simultaneity. How Copper Constraints Can Halt the AI Build-Out | 26 Jan 2026 | Craig Tindale

""The global economy has entered a simultaneity trap."" - Craig Tindale (Describing the unprecedented convergence of energy transition, AI expansion, and military rearmament)

""Material denial is the point at which projects are not delayed by funding, regulation, or demand uncertainty, but are cancelled because the required physical inputs do not exist above ground in sufficient quantity."" -…

View Full Article
UJ
Feb 21, 2026
AI
Tech
+44 more tags
Report, Blogs & InsightsTechnologyMacro / EconomicsCommodities

https://www.spglobal.com/content/dam/spglobal/global-assets/en/special-reports/copper-in-the-age-of-ai/Copper%20in%20the%20Age%20of%20AI_January%202026.pdf

A teach-in on data centers and their archetype | S&P Global

View Full Article
UJ
Jan 9, 2026